Union Bancaire Privée
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Overview
Tagline Brand's website · 2026-11-07
Union Bancaire Privée (UBP) is a family-owned Swiss private bank focused exclusively on wealth management and asset management for private and institutional clients.
Description Brand's website · 2026-11-07
Founded in 1969, Union Bancaire Privée (UBP) is a pure-play Swiss private bank and asset manager headquartered in Geneva. The bank provides private banking, wealth management, institutional asset management, traditional and alternative investment strategies, and global multi-asset solutions. UBP serves clients through a global network spanning more than 30 locations.
Identity
Mission Brand's website · 2026-11-07
To protect, manage and develop clients’ wealth sustainably across generations.
Founders & leadership Brand's website · 2026-11-07
UBP is led by the de Picciotto family. Guy de Picciotto has served as Chief Executive Officer since 1998. Daniel de Picciotto has served as Chairman of the Board since 2016. Anne Rotman de Picciotto has been a board member since 2006.
Website Brand's website · 2026-11-07
https://ubp.com
Voice & tone Brand's website · 2026-11-07
Conviction-led, client-focused, professional, confident, discreet, long-term oriented and responsibility-driven.
Founded Brand's website · 2026-11-07
1969
Headquarters Brand's website · 2026-11-07
Geneva, Switzerland
Parent ownership Brand's website · 2026-11-07
Family-owned by the de Picciotto family through CBI Holding SA.
Offerings
Problem solved Brand's website · 2026-11-07
UBP helps families, entrepreneurs and institutional clients manage, preserve, grow and transfer wealth over the long term while navigating complex financial environments, investment decisions, risk and succession needs.
Core capabilities Brand's website · 2026-11-07
- Private banking and wealth management
- Institutional asset management
- Tailored portfolio management
- Traditional and alternative investment strategies
- Global multi-asset solutions
- Conviction-driven investment research and active management
- Wealth planning and succession structuring
- Family office solutions
Products / SKUs Brand's website · 2026-11-07
- Wealth management services
- Asset management services
- Tailored portfolio management
- Private markets solutions
- Private equity investments
- Private debt investments
- Private real estate investments
- Private infrastructure investments
Audience
Target industry Brand's website · 2026-11-07
Private banking, wealth management and asset management within financial services.
Customer base Brand's website · 2026-11-07
Private clients, families, entrepreneurs, institutional clients, family offices and external asset managers across Europe, the Middle East, Asia and Latin America.
Ideal customer profile Brand's website · 2026-11-07
Families, wealthy individuals, entrepreneurs, institutional investors, family offices and external asset managers seeking bespoke long-term wealth or investment management from an independent, family-owned Swiss private bank.
Use cases Brand's website · 2026-11-07
- Managing and preserving private wealth
- Growing wealth across generations
- Institutional asset management
- Building tailored investment portfolios
- Investing in private markets
- Wealth planning and succession structuring
- Establishing family governance and investment frameworks
- Family office advisory and coordination
Customer outcomes Brand's website · 2026-11-07
- Preservation and growth of wealth over the long term
- More structured and coordinated family wealth decision-making
- Continuity and transmission of wealth across generations
- Tailored investment solutions aligned with financial objectives
- Access to differentiated private-market opportunities
- Improved transparency through global reporting and performance reviews
- Disciplined risk management and downside protection
- Local and global wealth management expertise
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Claim Union Bancaire Privée — free →Page last updated 2026-11-07.